Second Half Financial Partners, LLC Top Holdings and 13F Report (2025) About Second Half Financial Partners, LLCInvestment ActivitySecond Half Financial Partners, LLC has $204.67 million in total holdings as of December 31, 2024.Second Half Financial Partners, LLC owns shares of 93 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 39.62% of the portfolio was purchased this quarter.About 27.86% of the portfolio was sold this quarter.This quarter, Second Half Financial Partners, LLC has purchased 93 new stocks and bought additional shares in 26 stocks.Second Half Financial Partners, LLC sold shares of 46 stocks and completely divested from 18 stocks this quarter.Largest Holdings NEOS S&P 500 High Income ETF $23,072,261NEOS ETF TRUST $19,272,648JPMorgan Nasdaq Equity Premium Income ETF $19,123,318FT Vest Rising Dividend Achievers Target Income ETF $17,808,174SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $10,699,685 Largest New Holdings this Quarter NEOS S&P 500 High Income ETF $23,072,261 HoldingNEOS ETF TRUST $19,272,648 HoldingAmplify YieldShares CWP Dividend & Option Income ETF $3,959,551 HoldingiShares U.S. Technology ETF $2,353,399 HoldingiShares Core S&P Small-Cap ETF $730,034 Holding Largest Purchases this Quarter NEOS S&P 500 High Income ETF 454,000 shares (about $23.07M)NEOS ETF TRUST 368,009 shares (about $19.27M)FT Vest Rising Dividend Achievers Target Income ETF 347,438 shares (about $8.42M)JPMorgan Nasdaq Equity Premium Income ETF 135,226 shares (about $7.62M)Schwab US Dividend Equity ETF 162,113 shares (about $4.43M) Largest Sales this Quarter SPDR Bloomberg Barclays 1-3 Month T-Bill ETF 154,262 shares (about $14.10M)UnitedHealth Group 5,770 shares (about $2.92M)NextEra Energy 28,293 shares (about $2.03M)Johnson & Johnson 5,979 shares (about $864.69K)Utilities Select Sector SPDR Fund 10,679 shares (about $808.29K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSecond Half Financial Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYINEOS S&P 500 High Income ETF$23,072,261$23,072,261 ▲New Holding454,00011.3%ETFNEOS ETF TRUST$19,272,648$19,272,648 ▲New Holding368,0099.4%NASDAQ 100 HIGHJEPQJPMorgan Nasdaq Equity Premium Income ETF$19,123,318$7,624,046 ▲66.3%339,1869.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$17,808,174$8,421,893 ▲89.7%734,6618.7%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$10,699,685$14,104,172 ▼-56.9%117,0265.2%ETFFIRST TR EXCH TRADED FD III$9,307,885$127,261 ▲1.4%432,6234.5%FT VEST SMIDIYFiShares U.S. Financials ETF$7,488,699$3,568,970 ▲91.1%67,7223.7%ETFSCHDSchwab US Dividend Equity ETF$7,285,578$4,428,921 ▲155.0%266,6763.6%ETFIDUiShares U.S. Utilities ETF$7,050,269$1,016,844 ▲16.9%73,2803.4%ETFSPYSPDR S&P 500 ETF Trust$4,337,223$166,456 ▲4.0%7,4002.1%FinanceDIVOAmplify YieldShares CWP Dividend & Option Income ETF$3,959,551$3,959,551 ▲New Holding97,8151.9%ETFXLUUtilities Select Sector SPDR Fund$3,672,689$808,290 ▼-18.0%48,5231.8%ETFJPMJPMorgan Chase & Co.$3,175,177$72,632 ▼-2.2%13,2461.6%FinanceQQQInvesco QQQ$3,165,087$6,646 ▼-0.2%6,1911.5%FinanceACIOAptus Collared Investment Opportunity ETF$3,101,216$22,414 ▼-0.7%77,0681.5%ETFDRSKAptus Defined Risk ETF$2,969,983$13,934 ▲0.5%108,2751.5%ETFAAPLApple$2,950,695$487,066 ▼-14.2%11,7831.4%Computer and TechnologyIWMiShares Russell 2000 ETF$2,496,406$110,701 ▼-4.2%11,2981.2%FinanceSTWDStarwood Property Trust$2,441,006$542,178 ▼-18.2%128,8131.2%FinanceIYWiShares U.S. Technology ETF$2,353,399$2,353,399 ▲New Holding14,7531.1%ManufacturingJNJJohnson & Johnson$2,217,197$864,694 ▼-28.1%15,3311.1%MedicalLMTLockheed Martin$2,154,172$455,812 ▼-17.5%4,4331.1%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$2,055,001$19,146 ▼-0.9%4,8301.0%FinanceJUCYAptus Enhanced Yield ETF$1,968,466$45,859 ▲2.4%86,4501.0%ETFICEIntercontinental Exchange$1,897,046$644,170 ▼-25.3%12,7310.9%FinancePICKiShares MSCI Global Metals & Mining Producers ETF$1,838,620$573,031 ▼-23.8%52,5470.9%ETFDUBSAptus Large Cap Enhanced Yield ETF$1,720,086$11,109 ▼-0.6%53,2620.8%ETFLOWLowe's Companies$1,654,054$359,094 ▼-17.8%6,7020.8%Retail/WholesaleIDUBAptus International Enhanced Yield ETF$1,391,192$43,334 ▲3.2%69,2480.7%ETFAMZNAmazon.com$1,360,477$71,743 ▲5.6%6,2010.7%Retail/WholesaleNVDANVIDIA$1,325,065$18,129 ▲1.4%9,8670.6%Computer and TechnologyMSFTMicrosoft$1,321,580$3,794 ▼-0.3%3,1350.6%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,169,075$9,287 ▼-0.8%6,6720.6%ETFSTRVStrive 500 ETF$1,107,162$38,178 ▼-3.3%29,2900.5%ETFADMEAptus Drawdown Managed Equity ETF$1,082,085$13,547 ▼-1.2%23,1640.5%ETFWMTWalmart$1,030,067$335,194 ▲48.2%11,4010.5%Retail/WholesaleDFAIDimensional International Core Equity Market ETF$945,379$4,526 ▲0.5%32,3760.5%ETFNFLXNetflix$927,864$18,718 ▲2.1%1,0410.5%Consumer DiscretionaryUNHUnitedHealth Group$910,586$2,918,934 ▼-76.2%1,8000.4%MedicalPDPInvesco Dorsey Wright Momentum ETF$815,739$323 ▲0.0%7,5810.4%ETFIJRiShares Core S&P Small-Cap ETF$730,034$730,034 ▲New Holding6,3360.4%ETFXLFFinancial Select Sector SPDR Fund$693,294$693,294 ▲New Holding14,3450.3%ETFXOMExxon Mobil$644,516$6,024 ▼-0.9%5,9920.3%Oils/EnergyBKAGBNY Mellon Core Bond ETF$638,910$17,601 ▲2.8%15,5000.3%ETFOSCVOpus Small Cap Value Plus ETF$635,451$4,550 ▼-0.7%17,1790.3%ETFXLKTechnology Select Sector SPDR Fund$598,506$49,992 ▲9.1%2,5740.3%ETFXLCCommunication Services Select Sector SPDR Fund$594,123$21,976 ▲3.8%6,1370.3%ETFFANGDiamondback Energy$579,467$280,805 ▲94.0%3,5370.3%Oils/EnergyVVisa$550,858$550,858 ▲New Holding1,7430.3%Business ServicesNEENextEra Energy$490,012$2,028,370 ▼-80.5%6,8350.2%UtilitiesGOOGLAlphabet$481,201$296,633 ▼-38.1%2,5420.2%Computer and TechnologyPGRProgressive$481,137$481,137 ▲New Holding2,0080.2%FinanceAMTAmerican Tower$479,617$479,617 ▲New Holding2,6150.2%FinanceCHEChemed$478,409$478,409 ▲New Holding9030.2%MedicalBRBroadridge Financial Solutions$463,937$463,937 ▲New Holding2,0520.2%Business ServicesSGOViShares 0-3 Month Treasury Bond ETF$452,744$151,985 ▼-25.1%4,5130.2%ETFROPRoper Technologies$452,270$452,270 ▲New Holding8700.2%Computer and TechnologyCPRTCopart$444,658$444,658 ▲New Holding7,7480.2%Business ServicesABBVAbbVie$439,266$12,439 ▲2.9%2,4720.2%MedicalPWRQuanta Services$434,253$434,253 ▲New Holding1,3740.2%ConstructionAVGOBroadcom$420,024$100,834 ▼-19.4%1,8120.2%Computer and TechnologyHDHome Depot$412,587$11,666 ▲2.9%1,0610.2%Retail/WholesaleSPHDInvesco S&P 500 High Dividend Low Volatility ETF$411,960$16,136 ▼-3.8%8,5270.2%ETFRCLRoyal Caribbean Cruises$403,246$6,921 ▼-1.7%1,7480.2%Consumer DiscretionaryMETAMeta Platforms$398,147$320,274 ▼-44.6%6800.2%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$374,471$12,838 ▼-3.3%4,2880.2%ETFDISWalt Disney$368,502$20,714 ▼-5.3%3,3090.2%Consumer DiscretionaryAMDAdvanced Micro Devices$339,782$55,805 ▼-14.1%2,8130.2%Computer and TechnologyIEFiShares 7-10 Year Treasury Bond ETF$337,997$70,447 ▼-17.2%3,6560.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$336,345$12,834 ▼-3.7%9,3820.2%ETFTJXTJX Companies$289,944$13,289 ▲4.8%2,4000.1%Retail/WholesaleAXPAmerican Express$279,279$16,620 ▼-5.6%9410.1%FinanceCELESTICA INC$270,439$270,439 ▲New Holding2,9300.1%COMRUMRumble$265,0530.0%20,3730.1%Computer and TechnologyMSIMotorola Solutions$264,036$17,109 ▼-6.1%5710.1%Computer and TechnologyQLDProShares Ultra QQQ$260,858$1,082 ▲0.4%2,4100.1%ETFBRK.BBerkshire Hathaway$259,276$13,145 ▼-4.8%5720.1%FinanceNUVNuveen Municipal Value Fund$253,0980.0%29,4640.1%FinanceDDominion Energy$246,140$3,447 ▲1.4%4,5700.1%UtilitiesTAT&T$245,048$3,074 ▼-1.2%10,7620.1%Computer and TechnologyNOWServiceNow$244,888$271,391 ▼-52.6%2310.1%Computer and TechnologyRTXRTX$244,710$165,570 ▼-40.4%2,1150.1%AerospaceGLWCorning$237,362$282,506 ▼-54.3%4,9950.1%Computer and TechnologyRMDResMed$235,322$254,989 ▼-52.0%1,0290.1%MedicalAPPLOVIN CORP$222,795$333,221 ▼-59.9%6880.1%COM CL ACEGConstellation Energy$216,775$8,277 ▼-3.7%9690.1%Oils/EnergyDUKDuke Energy$212,487$12,715 ▲6.4%1,9720.1%UtilitiesGLDSPDR Gold Shares$208,958$38,257 ▼-15.5%8630.1%FinanceDHID.R. Horton$208,9110.0%1,4940.1%ConstructionAXONAxon Enterprise$205,635$205,635 ▲New Holding3460.1%AerospaceIYZiShares U.S. Telecommunications ETF$202,835$202,835 ▲New Holding7,5600.1%ETFDRIDarden Restaurants$202,559$202,559 ▲New Holding1,0850.1%Retail/WholesaleVZVerizon Communications$201,429$1,999 ▼-1.0%5,0370.1%Computer and TechnologyIYRiShares U.S. Real Estate ETF$0$5,913,554 ▼-100.0%00.0%ETFBLKBlackRock$0$4,600,387 ▼-100.0%00.0%FinanceAMGNAmgen$0$3,412,572 ▼-100.0%00.0%MedicalELVElevance Health$0$3,360,240 ▼-100.0%00.0%MedicalLHXL3Harris Technologies$0$3,075,897 ▼-100.0%00.0%AerospaceMCDMcDonald's$0$1,977,792 ▼-100.0%00.0%Retail/WholesaleAWKAmerican Water Works$0$1,917,645 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. 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